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866 hedge funds and large institutions have $16.4B invested in BP in 2014 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 379 increasing their positions, 259 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 379 | Existing positions reduced: 259

0.05% more ownership

Funds ownership: 5.43%5.47% (+0.05%)

4% less funds holding

Funds holding: 900866 (-34)

12% less call options, than puts

Call options by funds: $706M | Put options by funds: $803M

17% less capital invested

Capital invested by funds: $19.8B → $16.4B (-$3.46B)

33% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 78

41% less funds holding in top 10

Funds holding in top 10: 3923 (-16)

Holders
866
Holders Change
-34
Holders Change %
-3.78%
% of All Funds
25.12%
Holding in Top 10
23
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-41.03%
% of All Funds
0.67%
New
52
Increased
379
Reduced
259
Closed
78
Calls
$706M
Puts
$803M
Net Calls
-$97.4M
Net Calls Change
-$359M
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
126
Huntington National Bank
Ohio
$12M -$410K -10,362 -3%
EVM
127
Eaton Vance Management
Massachusetts
$11.8M -$61K -1,539 -0.5%
Boston Partners
128
Boston Partners
Massachusetts
$11.8M +$6.46M +163,180 +100%
CIC
129
Canal Insurance Company
South Carolina
$11.5M +$968K +24,451 +8%
TCT
130
TIAA CREF Trust
Missouri
$10.8M +$140K +3,543 +1%
Fifth Third Bancorp
131
Fifth Third Bancorp
Ohio
$10.8M -$1.36M -34,363 -10%
WHRC
132
W.H. Reaves & Co
New Jersey
$10.6M -$6.5M -164,206 -36%
MWR
133
McAdams Wright Ragen
Washington
$10.6M +$694K +17,532 +6%
AIA
134
Avalon Investment & Advisory
Texas
$10.2M -$123K -3,102 -1%
AAM
135
Auxier Asset Management
Oregon
$10.2M -$21.8K -550 -0.2%
Janney Montgomery Scott
136
Janney Montgomery Scott
Pennsylvania
$10.1M +$1.62M +40,981 +17%
Creative Planning
137
Creative Planning
Kansas
$9.4M +$2.56M +64,535 +33%
EWM
138
Edge Wealth Management
New York
$9.39M +$1.02M +25,793 +11%
B
139
Baird
Wisconsin
$9.22M +$850K +21,448 +9%
UBS AM
140
UBS AM
Illinois
$9.21M -$2.34M -58,966 -19%
Asset Management One
141
Asset Management One
Japan
$9.2M
FCH
142
Freestone Capital Holdings
Washington
$9.05M +$2.28M +57,675 +30%
FP
143
Foundry Partners
Minnesota
$8.93M +$1.45M +36,652 +17%
CIM
144
Contravisory Investment Management
Massachusetts
$8.92M -$605K -15,269 -6%
CIBC World Market
145
CIBC World Market
Ontario, Canada
$8.8M +$435K +10,989 +5%
CSIC
146
Clifford Swan Investment Counsel
California
$8.6M +$424K +10,692 +5%
HighTower Advisors
147
HighTower Advisors
Illinois
$8.41M -$565K -14,253 -6%
LTFS
148
Ladenburg Thalmann Financial Services
Florida
$8.37M +$698K +17,627 +8%
ClearBridge Investments
149
ClearBridge Investments
New York
$8.32M +$1.32M +33,323 +17%
PHS
150
Pekin Hardy Strauss
Illinois
$7.96M +$6.3K +159 +0.1%

BP Hedge Fund Activity: Q3 2014 in Review

866 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in BP (BP) for Q3 2014, worth a combined $16.4B — down 17% from $19.8B a quarter earlier.

Sellers outnumbered buyers: 78 funds closed out of BP and 52 opened new positions — a net loss of 26 holders — while 259 trimmed existing stakes and 379 added.

The largest buyer was Bank of America, adding an estimated $342M. The largest seller was Wellington Management Group, cutting an estimated $1.06B.

  • 866 institutional investors held BP (BP) as of Q3 2014, down from 900 in Q2 2014.
  • Funds reported $16.4B of BP stock for Q3 2014, down 17% quarter-over-quarter.
  • 52 funds opened new BP positions in Q3 2014 and 78 closed out, a net change of -26 holders.
  • The largest BP buyer in Q3 2014 was Bank of America, an estimated $342M added.
  • The largest BP seller in Q3 2014 was Wellington Management Group, an estimated $1.06B sold.

Based on aggregated 13F filings for Q3 2014.